Use Claude Cowork with AJ Bell
BankSync's MCP server can let Claude Cowork query supported AJ Bell account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with AJ Bell or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to AJ Bell
one key, every agent
Search for AJ Bell in BankSync
Sign up for BankSync and, if AJ Bell is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported AJ Bell transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported AJ Bell account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from AJ Bell
Accounts
List the AJ Bell accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported AJ Bell accounts.
Holdings
View supported investment positions, quantities, and market values from AJ Bell.
Trades
Access supported investment trade and activity history from AJ Bell.
Orders
Access supported open and pending investment orders from AJ Bell.
Ready to connect Claude Cowork to AJ Bell?
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Use AJ Bell with another agent
The same BankSync MCP server and API key work with every one of these.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or AJ Bell. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.